Voice Agent Client CRM
Your Voice Agent command center.
Monitor your AI Voice Agent from one secure client dashboard. Review voice credits, remaining minutes, visitor conversations, follow-up signals, support handoffs, installation details, billing status, and setup health.
Use this dashboard after activation to understand how visitors interact with your website by voice, where human follow-up may be needed, and how your voice usage is performing.
Credits
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Minutes
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Conversations
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Status
Locked
Secure Client Access
Open your Voice Agent dashboard.
Enter the Site ID and Voice Dashboard Access Code created during activation. These details are provided after your Voice Agent setup is generated.
Overview
Voice account and CRM snapshot
Confirm the connected website, active plan, profile file, usage position, and current Voice Agent status.
Voice site
Operating health
Your Voice Agent uses the approved website profile file to answer with your business details, services, FAQs, and support paths.
Voice usage is measured in billable voice seconds. One voice credit equals one billable voice second.
Conversations can show visitor interest, support needs, handoffs, and recommended follow-up direction.
Voice Conversations
Visitor and Voice Agent conversations
Review recent visitor conversations, transcripts, Voice Agent replies, usage, and follow-up signals.
Recent conversations
No voice conversations yet.
When visitors use the Voice Agent, conversations will appear here with transcripts, replies, usage, and handoff details.
Conversation Details
Transcript, replies, and follow-up signals
Open a conversation to review visitor questions, Voice Agent replies, usage details, and recommended follow-up.
Selected conversation
No conversation selected.
Select a conversation from Voice Conversations to view details.
Follow-up signals
No follow-up signals yet.
Pricing interest, booking interest, support needs, and contact intent will appear here when detected.
Conversation timeline
No conversation loaded.
Visitor messages, Voice Agent replies, and usage notes will appear here after selecting a conversation.
Voice Credits
Voice wallet and credit ledger
Track starter grants, usage charges, top-ups, balance changes, and low-credit thresholds.
Wallet
Credit rules
1 voice credit = 1 billable voice second.
Your Voice Agent uses prepaid voice credits. Credits are deducted only when the Voice Agent is actively handling a voice session. The dashboard converts your remaining credit balance into estimated voice minutes.
Credit conversion
60 credits = 1 voice minute
Balance rule
Unused credits stay in your wallet
Usage charges
Voice calls deduct credits by billable seconds
Top-up timing
Credits are added after payment confirmation
Low-credit alert
Triggered near the wallet threshold
Ledger tracking
Every grant, top-up, and usage charge is recorded
Example: 5,400 credits equals about 90 voice minutes. A balance of 11,878 credits equals about 197.97 voice minutes.
Top-ups are prepaid, not monthly billed. When credits run low, add a package below. Your wallet, top-up history, and credit ledger update after payment confirmation.
Add prepaid voice credits
Choose a prepaid top-up package. Credits are added to your Voice Agent wallet after payment confirmation.
Add an email if you want the client to receive the Voice credit top-up receipt. Payment and credit top-up will still work without it.
Credit ledger
No credit ledger loaded yet.
Credit grants, top-ups, and usage charges will appear here.
Handoffs
Lead and support handoffs
Review conversations that need contact capture, booking guidance, support ticket direction, or human follow-up.
Follow-up records
No handoffs yet.
When a visitor needs human help, lead capture, booking guidance, or support follow-up, handoff records will appear here.
Voice Recordings
Visitor and Voice Agent audio review
When audio storage is enabled, recordings from visitor input and Voice Agent replies appear here for review.
Recording status
Audio storage
Not enabled
Retention
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Plan access
Plan controlled
Storage location
Private recording storage
Audio privacy
Recordings are optional.
Voice recordings are shown only when audio storage is enabled for the active plan and profile settings. Transcripts and usage records can remain available even when recordings are disabled.
Recordings
Voice recordings are not stored for this agent.
Transcript and usage records remain available. If audio storage is enabled later, visitor and Voice Agent recordings will appear here.
Installation
Widget snippet and local profile path
Add the Voice Agent snippet to the approved website and upload the voice profile file to the required data path.
Install details
Required file
/data/voice-company-profile.json
Primary profile source is the local website file. Runtime configuration can use KV as a pointer/config fallback.
Usage
Voice usage events
Review voice usage records, input audio time, output audio time, provider activity, and credit charges.
Usage records
No usage events loaded.
Usage records will appear here after visitors use the Voice Agent.
Emails
Transactional email log
Client-safe email status for activation, dashboard access, usage alerts, and top-up receipts.
Email activity
No email logs loaded.
Activation, dashboard access, and billing-related emails will appear here when available.
Billing
Billing account and entitlement
Review billing state, included minutes, renewal timing, plan limits, and account status.
Billing account
Entitlement
Plan Access
Features and limits by plan
All Voice Agent profiles use the same profile structure. The active plan controls enabled features, usage limits, retention, dashboard visibility, and support scope.
Voice Pro
Included: voice profile, transcript records, basic handoffs, dashboard summary.
Limits: lower credit allowance and limited recording access.
Voice Business
Included: larger credit allowance, handoffs, optional recordings, broader usage visibility.
Limits: plan-based recording retention and support scope.
Voice Enterprise
Included: highest credit allowance, optional recordings, advanced handoffs, deeper dashboard visibility.
Limits: custom terms and retention rules may apply.
Current feature access
Active plan
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Transcripts
Enabled
Voice recordings
Plan controlled
Follow-up signals
Enabled
Handoffs
Enabled
Advanced analytics
Plan controlled
Support
Support direction and operating help
Use support for dashboard access, installation help, billing review, widget behavior, and voice profile improvements.
Use this when the profile file path, snippet, or widget assets are not loading correctly.
Use this for credit balance, top-up, renewal, invoice, or payment questions.
Use this after real conversations show missing FAQs, weak handoffs, or unclear voice answers.